Active Clients
24
↑ 2 this month
Sessions This Week
11
7 completed · 4 upcoming
Open Risk Flags
3
↑ 1 since yesterday
Avg. PHQ-9 Delta
−4.2
↓ Improving · 8-wk trend
Today's Session Queue
4 sessions
09:00 AM
MA
Marcus Alvarez
T3 Performance · Follow-up #6 AMBER
10:30 AM
JL
Joanna Lim
T2 Elite · Intake Assessment RED
01:00 PM
SR
Sanjay Rao
T4 Premium · Session #3 GREEN
03:30 PM
PK
Priya Kapoor
T1 Organization · Review GREEN
Risk Alerts
3 active
PHQ-9 Escalation — Joanna Lim
Score jumped 7pts (12→19). Suicidal ideation question: 1. Escalation protocol triggered.
08:14 AM
Ring HRV Drop — Marcus Alvarez
Avg HRV 7-day: 28ms (↓31% from baseline 41ms). Disrupted sleep 4/7 nights.
07:45 AM
Missed Between-Session Prompts
Layla Chen: 4 consecutive prompts unanswered (72h window). Engagement protocol due.
Yesterday
Consent Renewal — 3 Clients
Annual HIPAA consent expiry: T. Nguyen, B. Foster, A. Patel. Action required before next session.
2 days ago
Biometric Ring Feed — Active Clients
Refreshed 6m ago
| Client | Resting HR | HRV (7d avg) | Sleep Score | Steps (today) | Ring Status |
|---|---|---|---|---|---|
|
MA
Marcus Alvarez
T3
|
74 bpm | 28 ms |
62
|
4,201 | AMBER |
|
JL
Joanna Lim
T2
|
88 bpm | 31 ms |
44
|
1,892 | RED |
|
SR
Sanjay Rao
T4
|
62 bpm | 54 ms |
83
|
8,714 | GREEN |
|
PK
Priya Kapoor
T1
|
58 bpm | 61 ms |
91
|
11,240 | GREEN |
Clients
24 active · 3 risk flags · Filter by tier, risk level, or assessment status
| Client | Tier | Risk Status | PHQ-9 | GAD-7 | Next Session | Consent | Actions |
|---|---|---|---|---|---|---|---|
|
JL
Joanna Lim
ID #C-0041 · Since Jan 2024
|
T2 Elite | RED |
19
Severe
|
14 | Today 10:30 AM | ||
|
MA
Marcus Alvarez
ID #C-0029 · Since Mar 2023
|
T3 Performance | AMBER |
11
Moderate
|
10 | Today 09:00 AM | ||
|
LC
Layla Chen
ID #C-0058 · Since Aug 2024
|
T3 Performance | PURPLE |
9
Moderate
|
7 | Thu 02:00 PM | ||
|
SR
Sanjay Rao
ID #C-0017 · Since Nov 2022
|
T4 Premium | GREEN |
4
Minimal
|
3 | Today 01:00 PM | ||
|
PK
Priya Kapoor
ID #C-0003 · Since Sep 2022
|
T1 Organization | GREEN |
2
Minimal
|
1 | Today 03:30 PM | ||
|
TN
Thanh Nguyen
ID #C-0062 · Since Oct 2024
|
T5 Freemium | ORANGE |
13
Moderate
|
9 | Fri 11:00 AM | ⚠ Renewal Due |
Session Prep — Joanna Lim
Today 10:30 AM · Intake Assessment · T2 Elite · RED High Risk
Session Continuity Engine
portal-session.js · Workflow Step 1 of 5
Ring Ingestion
Biometrics synced
6m ago
6m ago
Risk Analysis
Flags computed
Automated
Automated
Session Prep
You are here
Review & confirm
Review & confirm
Session Occurs
Today 10:30 AM
Pending
Pending
Follow-Up Prompts
Auto-generated
After session
After session
Ring Biometrics (7-Day)
Alert: HRV Low
Resting HR
88 bpm
↑ +14 from baseline
HRV (Avg)
31 ms
↓ −24% from baseline 41ms
Sleep Score
44 /100
4 disrupted nights this week
Readiness
38 /100
↓ Low — 5-day consecutive
Active Risk Flags
2 Critical
PHQ-9 Severe: Score 19 (+7 from last)
Question 9 (SI) answered "1 — Several days". Escalation protocol per Oregon BHAP required.
HRV Critical Low: 31ms (baseline 41ms)
Sustained autonomic dysregulation correlated with worsening PHQ-9. Biometric-to-clinical correlation: HIGH.
Sleep Disruption Pattern (4/7 nights)
Ring data indicates fragmented sleep. Avg duration 5.1h vs recommended 7–9h. Correlated with mood decline.
Shared Care Plan
3 of 5 milestones
Intake PHQ-9 / GAD-7 Administered
Completed Jan 8, 2025 · Provider reviewed
HIPAA Consent Signed & Documented
E-signed Jan 8, 2025 · DocuSign · Expires Jan 8, 2026
Ring Paired & Biometric Baseline Set
Ring model: Gen-2 · Baseline established Jan 10
Safety Plan Co-Created
Draft shared with client · Pending acknowledgment in-app
6-Week Check-In Assessment
Scheduled for Feb 19, 2025
PHQ-9 — Latest Assessment (Jan 14, 2025)
Score: 19
Severe
1. Little interest or pleasure in doing things
2
More than half the days
2. Feeling down, depressed, or hopeless
3
Nearly every day
3. Trouble falling or staying asleep, or sleeping too much
3
Nearly every day
4. Feeling tired or having little energy
2
More than half the days
5. Poor appetite or overeating
2
More than half the days
6. Feeling bad about yourself — failure, let down family
2
More than half the days
7. Trouble concentrating on things
2
More than half the days
8. Moving/speaking slowly or fidgety/restless
2
More than half the days
9. Thoughts you would be better off dead or hurting yourself ⚠
1
Several days — ESCALATE
Previous score: 12 (Dec 10) · Δ +7 points
Outcomes Tracking
PHQ-9 / GAD-7 deltas · Wellness Performance Score · Population-level trends
Avg PHQ-9 (Caseload)
8.6
↓ 2.1 vs last quarter
Avg GAD-7 (Caseload)
7.2
↓ 1.8 vs last quarter
Clinically Improved
71%
↑ 8pp from Q3 2024
Active Escalations
1
Joanna Lim · PHQ-9 SI
PHQ-9 Score Trajectories (8-Week)
PHQ-9
GAD-7
JL
Joanna Lim
PHQ ↑7
PHQ-9
19
GAD-7
14
MA
Marcus Alvarez
PHQ ↓3
PHQ-9
11
GAD-7
10
SR
Sanjay Rao
PHQ ↓6
PHQ-9
4
Wellness Performance Score
WPS · Composite
72 / 100
Caseload average · ↑4 from last month
PHQ-9 Improvement78/100
Biometric Trend65/100
Session Engagement84/100
Goal Completion61/100
Assessment Coverage
PHQ-9 Completed (30d)
18/24
GAD-7 Completed (30d)
14/24
Consent Current
21/24
MUUD Academy
NBHWC-accredited coach training · Supervised clinical sessions · Certification pathway
CE Credits Earned
24.5
of 36 required · On track
Supervised Sessions
11
of 20 required
Courses Completed
5
of 9 in curriculum
Certification Status
In Progress
NBHWC Exam: Apr 2025
NBHWC Certification Curriculum
Cohort 2025-A · Dr. Rena Dahal
NBHWC Core
Foundations of Health & Wellness Coaching
Completed100%
NBHWC Core
Motivational Interviewing in Clinical Practice
Completed100%
Clinical
PHQ-9 & GAD-7 Administration & Interpretation
Completed100%
Clinical
Risk Assessment & Crisis Intervention Protocols
Completed100%
Certification
HIPAA Compliance for Health Coaches
Completed100%
Clinical
Biometric Data in Clinical Decision-Making
In progress72%
NBHWC Core
Positive Psychology & Behavior Change
Started30%
Certification
MAP/PACE Framework: Coaching Elite Athletes
Not started0%
Capstone
NBHWC National Board Exam Preparation
Unlocks after 8 courses—
Supervised Session Log
11 / 20 Required
| Session | Client | Supervisor | Date | Duration | Competency Areas | Status |
|---|---|---|---|---|---|---|
| #SS-011 | Marcus Alvarez | Dr. Chris Park, PhD | Jan 10, 2025 | 52 min | MI Risk Assess | Approved |
| #SS-010 | Priya Kapoor | Dr. Chris Park, PhD | Jan 7, 2025 | 48 min | PHQ Admin Care Plan | Approved |
| #SS-009 | Sanjay Rao | Dr. Yuki Tanaka, LCSW | Dec 19, 2024 | 55 min | Biometrics Goal Setting | Pending Review |
Settings
Profile, organization, integrations, and security preferences
Provider Profile
DR
Dr. Rena Dahal
NBHWC, PhD, LCSW
Apex Wellness Clinic · T1 Organization
Display Name
Dr. Rena Dahal
Credentials
NBHWC, PhD, LCSW
Email
r.dahal@apexwellness.com
NPI Number
1234567890
Security & Auth
Two-Factor Authentication
Required for HIPAA compliance · Authenticator app active
Session Timeout
15-minute access tokens · RS256 JWT · Cognito: us-east-1_lfC861U3c
Audit Log Access
View PHI access events per 45 CFR §164.312
HIPAA BAA Status
Business Associate Agreement with MUUD Health · Signed Dec 1, 2024
Integrations & Connections
MUUD Ring — BLE Sync
portal-ble.js · 24 rings syncing · Last: 6m ago
DocuSign — Consent Management
portal-consent.js · 21 active consents · 3 renewals due
Acuity Scheduling
portal-session.js · Calendar synced · 4 upcoming
Twilio — Secure Messaging
portal-email.js · HIPAA-compliant SMS · Active
Zoom — Telehealth Sessions
Not configured · HIPAA Zoom required
MyFitnessPal — Nutrition Data (MFP)
T1 Enterprise feature · Org admin must enable
Notification Preferences
PHQ-9 Risk Escalations
Immediate alert when Q9 ≥ 1 or total ≥ 15
HRV Critical Alerts
Alert when HRV drops >25% from client baseline
Between-Session Non-Response
Alert after 48h of no prompt responses
Session Reminders
30 minutes before scheduled session
Academy Progress
CE credit milestones and course completions